Tag: client meetings

Olympic Lesson: Leave Nothing to Chance (Distraction-Proof Advisor Idea Video #343)

There's no greater feeling than knowing you've taken care of all the vital details. Just like the successful athlete, the successful advisor is prepared.

Easy Low-Cost, High-Yield Returns (Distraction-Proof Advisor Idea Video #282)

When you're talking with people about what their future could look like, bring some excitement to the conversation and genuine enthusiasm about how you can help them get there.

3 Powerful Points for Your First 2022 Client Conversation (Distraction-Proof Advisor Idea Video #276)

Now is the time to contact your clients to start the year with meaningful connections. Use this language to make a great impression, show your care for your clients, and gently remind them about referrals, all within your first 2022 conversation.

Make Every Meeting Count – They Do Anyway (Distraction-Proof Advisor Idea Video #242)

It's easy to get lazy regarding prospect meetings; after all, if the people you're meeting with this week don't come on board, you'll have more opportunities to land new, ideal clients next week. Instead...

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Picture This (Distraction-Proof Advisor Idea Video #152)

Your expert knowledge is of no use to your clients unless you can communicate it to them clearly.

3 Simple Steps to Begin a Great Day (Distraction-Proof Advisor Idea Video #74)

Decide in advance exactly how you'll begin your day.

3 Ways to Effectively Finish Your Meetings (Distraction-Proof Advisor Idea Video #73)

Know how you're going to finish before you start.

Does Your Number Measure Up? (Distraction-Proof Advisor Idea Video #67)

How many meetings did you have this year? Is that OK for next year?

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?